Our signature program is energizing, illuminating and down-to-earth. It will inform, inspire and activate the creation of your unique next chapter in life!
What can you expect?
Led by retirement life coach Carol Bergeron, the program guides you through the RETIREMENT LIFE DESIGN journey and educates you on both the top five challenges of retirees and how to navigate this major life transition. You will reinvent your best self, reimagine your purpose and meaning, reenergize a balanced lifestyle, revitalize relationships and build anew, and reengineer healthy choices and habits. You will be ready to confidently share your preferences with your financial planner.
This program helps accelerate creation of your one-of-a-kind:
- Retirement life design
- Transition plan to bridge pre & post-retirement
- Personal vision to guide future adjustments and decisions
Program Features
1
Six live, virtual coaching sessions to ignite and maintain momentum
2
Inspiration and support from members of your small group cohort
3
Group sessions led by a certified retirement life coach
4
Exclusive access to “take the RETIREMENT LIFE DESIGN challenge” workbook to capture your thinking
5
Familiarity with a framework and process for future retirement life adjustments
6
Online community of past, present, and future program participants to give and get resources
Testimonials
“While we all have dreams of retirement, this program helped me to clearly identify how to get from here to there, and how to make my retirement journey truly my own.”
- Executive with 25+ years working with seniors in assisted living
“The program truly made me think more about “me” and my desires of how I would like to live in retirement. Previously, I looked at it more from a financial planning perspective. This program prompted me to identify my desires and how to achieve and incorporate them into my retirement life. The program was VERY helpful in seeing things differently. I highly recommend the program as I found it beneficial to clarify and share my own thoughts and hear others’ ideas that I had not considered. A true benefit of the small group coaching program was discussion and sharing with others.”
- IT Executive
“This program helped me bring to the surface, identify and clarify many things such as core values, beliefs, a well-balanced retirement life to strive for, things/people/activities that bring me joy and helped me find purpose. Since the program started, I have signed up for volunteering and been diligent going to my fitness classes. It became apparent how important it is to maintain my health!”
- Clinical Research & Trials Leader
“This program launched me into a deeper dive into the lifestyle aspect of retirement planning. I truly believe that my retirement life design will drive the financial aspect of planning.”
- IT Leader
“While this is a topic my spouse and I have been exploring for a few years, it was good to think through choices and decisions about retirement with people other than my spouse. It was interesting to hear how other people are approaching retirement and their current life situations.”
- IT Professional
“Loved hearing others’ insights. Also helped me formulate and contemplate some of the stages I’m currently experiencing, and stages ahead that deserve advanced deliberation. The program is a great reminder that it is a process.”
- Executive of a NonProfit
Frequently asked questions
What is unique about this program?
This program stands out for several reasons:
- It places importance on the non-financial aspects of a well-designed retirement, including joy, purpose, and overall wellness. The program and the proprietary workbook are based on extensive research about factors that influence wellbeing, allowing you to concentrate on shaping your future instead of spending time gathering the information on your own.
- You will clarify your goals and vision, navigate a positive shift in your identity, discover a balanced mix of meaningful activities, formulate healthy habits that contribute to longevity, anticipate life changes like relocating or becoming a caregiver, and strengthen your supportive community relationships.
- The small group coaching allows you to connect with peers, offering exposure to diverse ideas and inspiration. Participants receive a workbook that aligns with the sessions, serving as a space to record your thoughts and decisions. Plus, all sessions are virtual and live, so you can join from anywhere that suits you.
Who will benefit most from participation?
Whether your next chapter is imminent, years away or has already begun – you will benefit from this program.
What is the schedule for upcoming programs?
Below is the schedule of upcoming programs. If the dates do not work for you, consider reaching out to me directly to be added to the wait list for future programs or explore a one-on-one coaching program.
| Cohort | 2025 Dates | 2025 Days & Times ET |
| 1 | Jan 13, 27 Feb 10, 24 Mar 10, 24 | Mon, 6:00 to 7:15pm ET every other week |
| 2 | Jan 17, 31 Feb 14, 28 Mar 14, 28 | Fri, 12:00noon to 1:15pm ET every other week |
| 3 | Mar 31, Apr 7, 14 May 5, 12, 19 | Mon, 6:00 to 7:15pm ET 3 weeks on, 2 weeks off, 3 weeks on |
| 4 | Apr 4, 11 Apr 25, May 2 May 9, 16 | Fri, 12noon to 1:15pm ET nearly every week |
Do you offer private programs?
Yes. If you are part of a group (minimum of 6) who would like to take the program together, please reach out to me directly to arrange a private group coaching program.
How does program enrollment and access work?
Enrollment is easy. Registering and purchasing your spot online will trigger your initial receipt of: an email confirming your purchase. A few weeks before the program begins, you will receive calendar placeholders and a welcome package. Over the course of the program, you will receive secure Zoom access links.